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Modern Buildings

Long-Term Financial Plans

Comprehensive financial plans for public agencies of all sizes. 

Writing with Pen

Start with a plan, create a legacy.

An expertly crafted financial plan streamlines your efforts, enhances manageability, and enables proactive decision-making by anticipating potential financial challenges. It serves to align short and long-term operational and capital needs with its annual budgeting process, ensuring a cohesive and sustainable financial strategy. Our Strategic Long-Term Financial Plans ("LTFPs") guide precise allocation of every dollar—whether from the general fund, enterprise fund, or other sources—with precision.

Our LTFPs encompass comprehensive elements such as prioritized Capital Improvement Projects (CIP), potential additional unfunded pension liability payments, sustained operational reserves as well as CIP and pension reserves, all optimized in accordance with relevant policy guidance, current rate studies, debt service coverage covenants, and other relevant factors crucial for achieving and maintaining best financial management practices. This dynamic "living document" spans 25 years, serving as your trusted ally in navigating financial complexities!

What's Included

Business Meeting

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